DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J•••• E••••••

E•••••• F•••••••• S•••••••state registeredTampa, Fl dual registrantIAPD 4182788

Feed of 09/15/2026

Also filed as Jason Michael E••••••

At current firm

12 y

since Nov 4, 2013

In the industry

26 y

since Jun 13, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• F•••••••• S••••••• state registered current
since May 19, 2022 · New York, Ny
C••••• • A••••••••• I••• independent RIA current
since Nov 4, 2013 · New York, Ny
E•• S••••• L•• former
Jul 17, 2014 to Sep 10, 2015 · Davenport, Fl
Q•••••• A•••• M••••••••• I••• former
Aug 25, 2006 to Nov 19, 2013 · Winter Park, Fl
U•••••••• S••••••••• I••• unclassified
Jul 11, 2005 to Jun 16, 2006 · Port Richey, Fl
P•••• S••••••••• L•• no RAUM
Jun 13, 2000 to May 8, 2002 · Winter Park, Fl

Moves

a registration end followed by a registration begin elsewhere

E•• S••••• L•• to E•••••• F•••••••• S•••••••
left Sep 10, 2015, registered May 19, 2022 (2443 days) · Other
Q•••••• A•••• M••••••••• I••• to C••••• • A••••••••• I•••
left Nov 19, 2013, registered Nov 4, 2013 (-15 days) · Other
U•••••••• S••••••••• I••• to Q•••••• A•••• M••••••••• I•••
left Jun 16, 2006, registered Aug 25, 2006 (70 days) · corporate re-registration, not a move
P•••• S••••••••• L•• to U•••••••• S••••••••• I•••
left May 8, 2002, registered Jul 11, 2005 (1160 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address